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  1. Manually add employee lines, if required:
    Scroll to the bottom of the grid to the blank row, then enter the data as required. For example, enter “New Hire” in the Employee column as a placeholders for new employees you plan to recruit during the year.

  2. Enter employment end dates, if applicable:
    Click the employee’s Employee End Date cell and select the month they are planning to leave the company.

  3. Select the employees' benefit plans, if applicable:
    Click the employee’s Benefit Plan column and select the applicable benefit plan. The system automatically calculates the employee’s benefit value, along with how much it will cost over the budget period (taking the employment end date into account) and displays these values in the Benefit and Budget Period Cost columns respectively. See Manage Headcount driver benefits to learn how to add benefits and benefit plans.

  4. Edit the General Ledger codes that you are driving, if required. See Manage Headcount driver account codes

  5. Proceed to adjust the salary, bonus and commission values (see below).

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